Skills & Certifications is a real settings tab that lets you define skills (e.g. EPA 608, Ductless mini-split install, Boiler diagnostic) and assign them to techs with cert levels and expiry dates.
Where to set it up
Settings → Skills & Certifications.
Define org-level skills
Create the skills your shop uses. Click + New skill and fill in:
| Field | What it controls |
|---|---|
| Name | E.g. EPA Section 608 Type II |
| Description | Optional context |
| Category | Certification, Specialty, or Equipment type |
| Requires expiry | Tick if this skill expires (e.g. EPA certs renew) |
Note
You build the catalog once for the whole org. Skills don't get re-created for each tech.
Assign skills to techs
For each tech, open their profile and add skills from the org catalog. Per assignment:
| Field | What it controls |
|---|---|
| Skill | From your org catalog |
| Certification level | Apprentice, Journeyman, or Master |
| Certified at | Date the cert was issued |
| Expires at | Required if the skill is marked Requires expiry; otherwise optional |
| Notes | The cert number, the issuing body, anything else |
How skills are used
| Use | Detail |
|---|---|
| Dispatch matching | When assigning a job to a tech, the platform warns if the tech doesn't have the skill the job type requires |
| Tech profile display | Skills show on a tech's card so dispatchers see them at a glance |
| Expiry reminders | When a cert is approaching expiry, the platform surfaces it on the team page (no automated SMS today) |
The three certification levels
| Level | Meaning |
|---|---|
| Apprentice | Learning, supervised |
| Journeyman | Solo-capable |
| Master | Leads complex work; mentor |
Use the same scale your union or industry does, even if the labels don't match exactly — translate.
Categories
| Category | Examples |
|---|---|
| Certification | Formally credentialed (EPA, NATE, state license) |
| Specialty | Proven capability (radiant heat, geothermal, commercial) |
| Equipment type | Manufacturer- or product-specific (Mitsubishi mini-split, Buderus boiler) |
Common patterns
| Pattern | Why |
|---|---|
| EPA 608 Universal for everyone in HVAC | Base requirement; track expiry |
| NATE certifications as a Specialty per tech | Industry standard for residential HVAC |
| Manufacturer training as Equipment type | The manufacturer reps love seeing these tracked |
What's NOT in this feature
- Tied compensation — skill levels don't drive hourly rate adjustments automatically.
- Skill prerequisites — a tech can be assigned a Master skill without being Journeyman first.
- Public display — skills are internal-only; customers don't see them on tech bio cards.